How do I create an EOM Event and review reporting?

How do I create an EOM Event and review reporting?


 The End of Month Process provides an accurate evaluation of inventory for a facility with extensive end of month reporting.


Concessions End of Month Checklist

☐ Step 1: Configure the Last Event of the Month as an EOM Event
☐ Step 2: Run Event
☐ Step 3: Perform Ending Counts for Non-Active Stands
☐ Step 4: Complete Warehouse Physical Inventory
☐ Step 5: Review End of Month Reporting
☐ Step 6: Send Reporting to Corporate

Step By Step Guide on Running a Successful EOM Event

Prerequisites: Configure EOM types (see Exhibit A).

STEP 1: Configure the last event of the Month as an EOM Event

1. Navigate to Stand Sheets/Events.
2. Find and open event.
3.Select “End of Month?” checkbox.
4. Use the “Stand EOM” dropdown to select the Stand EOM type.

 

*EOM configuration must be completed before starting the event. *
After the event is started, you cannot go back.

STEP 2: Run Event

1. Run the event as you would normally. 

STEP 3: Perform Ending Counts for Inactive Stands

Note: Inactive stands are stands that were not in use during the EOM event.

OPTION A - Stand Dog
1. Log into Stand Dog
2. Select Facility
3. Select Stand
4. Click “Start EOM Physical”
5. Complete and submit count outs.
 
OPTION B – Stand Reconciliation
1. Navigate to Stand Sheets/Stand Reconciliation.
2. Look for the stand reconciliation for the stand that you wish to enter ending counts and click to
    highlight.
3. Select “Edit Stand Reconciliation”.
4. Click “Begin Reconciliation”.
5. Enter ending counts into the “Actual Count Out” column.
6. Review for accuracy, then commit reconciliation.

STEP 4: Complete Warehouse Physical Inventory

 1. Complete physical inventory for the warehouse. 
 
STEP 5: Review EOM Reporting

1. Navigate to Stand Sheets\EOM Reporting.
2. Configure the report to include the desired options (see Exhibit B)
3. Select the “Reports...” button to launch the select a report dialog box.









4.Choose the Report to generate and hit OK.
 

STEP 6: Send Reporting to Corporate

1. Send EOM Reporting and Item On Hand Report (see Exhibit C).

EXHIBIT A – Creating Stand EOM Types

1. Navigate to Stand Sheets\Stand EOM.
2. Select “Create New Stand EOM”.
3. Enter a Code and Description.
4. In the Stands field, select all stands in the facility.
5. Select boxes for all item types (Chargeable, Non-Chargeable, Supplies).
6. Save and Close.


EXHIBIT B – EOM Reporting

 What options are available in the EOM Reporting Editor?

·  Compare to Date?: Check this box to include on hands for a previous date in EOM reporting.
·  Day Range: the grid below the date range option will show all physical inventories committed within the set date range.
·  Include in Report?: Check this box to include physical inventory.


What should I do if multiple facilities pull for a single warehouse?
If multiple facilities pull inventory from a single warehouse, decide which facility the warehouse physical inventory will be assigned to in EOM reporting.

How do I assign a warehouse physical inventory to EOM reporting for a facility?
To assign a warehouse physical inventory to the EOM reporting for a facility, check the “Include in Report?” checkbox in the EOM Reporting Editor.

What should I do if the warehouse physical inventory is not listed in the EOM Reporting Editor?
If the physical inventory is not listed, extend the Days Range to encompass the date of the warehouse physical. Ex. If the warehouse’s physical inventory was two days ago, extend the Days Range to 2.

EXHIBIT C – On Hand by Item Report

How do you run the On Hand by Item Report?
1. Navigate to Reports/Standard Reports
2. Open the Inventory/On Hand folders
3. Click to highlight the By Item Report
4. Update the “As of” time filter to the effective day and time of the warehouse physical inventory
5. Select the stores from the stores field.
6. Generate the report
7.  To export the report, select “Export…” and pick the preferred format.

How do I add or remove columns in the report?
Use the “change, column sorting and grouping” hyperlink to add or remove columns. You can also use this hyperlink to group by or sort any columns.

 




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